PAX Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Sell |
6,519
-1,760
| -21% | -$172K | 0.12% | 123 |
|
|
2025
Q1 | $727K | Buy |
8,279
+110
| +1% | +$9.66K | 0.13% | 129 |
|
|
2024
Q4 | $738K | Sell |
8,169
-1,551
| -16% | -$140K | 0.13% | 133 |
|
|
2024
Q3 | $785K | Sell |
9,720
-655
| -6% | -$52.9K | 0.14% | 129 |
|
|
2024
Q2 | $702K | Buy |
10,375
+739
| +8% | +$50K | 0.14% | 136 |
|
|
2024
Q1 | $580K | Sell |
9,636
-321
| -3% | -$19.3K | 0.12% | 166 |
|
|
2023
Q4 | $562K | Sell |
9,957
-960
| -9% | -$54.2K | 0.12% | 169 |
|
|
2023
Q3 | $582K | Buy |
10,917
+15
| +0.1% | +$800 | 0.13% | 142 |
|
|
2023
Q2 | $571K | Buy |
10,902
+618
| +6% | +$32.4K | 0.13% | 145 |
|
|
2023
Q1 | $505K | Sell |
10,284
-288
| -3% | -$14.2K | 0.12% | 146 |
|
|
2022
Q4 | $500K | Sell |
10,572
-2,121
| -17% | -$100K | 0.13% | 134 |
|
|
2022
Q3 | $549K | Sell |
12,693
-270
| -2% | -$11.7K | 0.14% | 121 |
|
|
2022
Q2 | $525K | Buy |
+12,963
| New | +$525K | 0.13% | 130 |
|
|
2021
Q1 | – | Sell |
-12,492
| Closed | -$600K | – | 170 |
|
|
2020
Q4 | $600K | Buy |
12,492
+315
| +3% | +$15.1K | 0.19% | 70 |
|
|
2020
Q3 | $568K | Buy |
12,177
+1,437
| +13% | +$67K | 0.2% | 56 |
|
|
2020
Q2 | $429K | Buy |
10,740
+1,293
| +14% | +$51.6K | 0.16% | 84 |
|
|
2020
Q1 | $408K | Buy |
9,447
+2,049
| +28% | +$88.5K | 0.17% | 69 |
|
|
2019
Q4 | $295K | Buy |
+7,398
| New | +$295K | 0.13% | 97 |
|